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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
CA
2001
CapWealth Advisors
Tennessee
$416M +$6.75M +2% 3.95% 128% 350 20%
WTB
2002
Washington Trust Bank
Washington
$416M +$29.5M +8% 6.49% 69.3% 1,250 44.48%
VCM
2003
V3 Capital Management
Texas
$415M +$18.2M +5% 1.43% 20.5% 19 63.16%
FRGX
2004
First Reserve GP XI
Connecticut
$415M +$15.3M +4% 4% 26.4% 2 0%
CW
2005
Cobiz Wealth
Colorado
$415M +$17.7M +4% 4.86% 54% 142 10.56%
MFM
2006
Marianas Fund Management
New York
$415M -$68.8M -14% 0.56% 26% 29 62.07%
YIA
2007
YHB Investment Advisors
Connecticut
$414M -$40.5M -9% 2.81% 85.7% 176 11.93%
MWM
2008
Mission Wealth Management
California
$414M +$37.3M +10% 3.77% 80% 176 14.77%
GA
2009
GRS Advisors
Illinois
$413M +$55.1M +15% 1.86% 41.1% 30 40%
RCM
2010
Radcliffe Capital Management
Pennsylvania
$413M +$1.52M +0.4% 0% 4.93% 30 13.33%
SCA
2011
Stieven Capital Advisors
Missouri
$411M +$52.1M +15% 10.7% 82.8% 75 21.33%
PTC
2012
Private Trust Company
Ohio
$410M +$25.9M +7% 2% 63.1% 336 12.8%
MBTD
2013
Mechanics Bank - Trust Department
California
$410M +$139M +51% 1.14% 67.2% 176 39.77%
FBFS
2014
First Business Financial Services
Wisconsin
$409M +$20.3M +5% 3.13% 59.8% 81 27.16%
SCM
2015
Symons Capital Management
Pennsylvania
$408M -$21.8M -5% 3.86% 25.4% 68 23.53%
PGH
2016
Partners Group Holding
Switzerland
$408M +$8.86M +2% 4.25% 35.5% 43 25.58%
IMOV
2017
Investment Management of Virginia
Virginia
$408M +$16.6M +4% 8.66% 93.4% 150 10%
PCIG
2018
Partners Capital Investment Group
Massachusetts
$408M +$49.1M +14% 7.82% 37.4% 75 6.67%
MAM
2019
Mastrapasqua Asset Management
Tennessee
$406M +$5.91M +1% 5.99% 54.9% 142 9.15%
TCSAM
2020
Tyrus Capital S.A.M.
Monaco
$406M -$90.6M -18% 9.48% 34 64.71%
JAFL
2021
Jay A. Fishman Ltd
Michigan
$406M +$11M +3% 9.32% 107% 88 7.95%
HCM
2022
Hilton Capital Management
New York
$405M +$88.2M +28% 2.23% 51.5% 130 33.85%
PEP
2023
Providence Equity Partners
Rhode Island
$404M +$48.3M +14% 14.8% 10.6% 3 0%
SIA
2024
SeaBridge Investment Advisors
New Jersey
$404M +$8.46M +2% 7.73% 128% 277 11.55%
MC
2025
MSD Capital
New York
$403M +$3.46M +0.9% 9.58% 19.8% 7 14.29%